Income Tracking

Hi there, @alyssamcintyre. I'm here to provide the steps to assign a class or sales rep to a transaction.

To set up tags for each sales rep in QBDT, you can follow these steps:

1. Open QuickBooks Desktop and go to the Lists menu.
2. Select Customer & Vendor Profile Lists and choose Customer Type List.
3. In the Customer Type List window, click on Customer Type and choose New.
4. Enter a name for the sales rep tag (e.g., Sales Rep 1, Sales Rep 2) and click OK to save.

Now that you have set up tags for each sales rep, you can assign them to transactions. Using the Class feature, QBDT allows you to add multiple tags to a transaction. Here's how you can do it:

1. Open the transaction to which you want to add tags (e.g., an invoice or a sales receipt).
2. In the transaction window, locate the Class field.
3. Click the drop-down arrow in the "Class" field and select the appropriate sales rep tag(s) for that transaction.
4. You can add multiple tags if needed by choosing additional sales rep tags from the drop-down list.
5. Save the transaction to apply the tags.

Using the Class feature in QBDT, you can effectively tag transactions with sales rep information and analyze data based on these tags.

Here's an article that details the class tracking feature: Set up and use class tracking in QuickBooks Desktop. It includes a list of transaction types you can give a class and a link to how to filter, sort, or total reports by class.

Moreover, the following articles include all the information you require for QBDT's class-tracking functionality:

• Set up and use class tracking in QuickBooks Desktop.
• How to use class tracking in QuickBooks.

If you have other QuickBooks concerns or additional questions about sales rep and class tracking, fill me in. I'm always ready to respond to them.